Financial Review

What is a financial review?

We all like to think that we’ve made sufficient plans for our financial futures, whether it’s planning for our retirement, making sure we have enough put aside so the kids can go to university, having protection in place should your or your partner be unable to work, or just having something put aside for a rainy day. But just think for a moment – have you:

Written a will or updated an existing will recently?

Made sure that all your hard-earned cash isn’t going to be swallowed by Inheritance Tax?

Thought about how you, or your children, are going to pay for any care home costs that may arise?

A review, carried out with one of our qualified financial planning managers, could highlight some major gaps in your planning. Once these are identified, the planning manager can work with you to suggest ways in which you can plug those gaps.

What’s involved?

A financial review can be carried out either at your home, over the phone or at your nearest branch. The financial planning manager will ask you a range of questions about your future aspirations together with your existing provision.

A few days later, the manager will be in touch with your personalised financial plan, with suggestions as to how you can best meet your needs.

Best of all, the financial review is completely without obligation!

How do I arrange a review?

It’s easy:

• Just click here and let us know your name and address. One of our financial planning managers will be in touch to arrange a convenient time.


• Telephone 0113 225 7777*


• Pop in to your local branch.